How to hire a corporate account representative

How to hire a corporate account representative, step by step

Here's a step-by-step corporate account representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a corporate account representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new corporate account representative
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the corporate account representative you need to hire. Certain corporate account representative roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect corporate account representative also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   The following list breaks down different types of corporate account representatives and their corresponding salaries.

   Type of Corporate Account Representative	Description	Hourly rate
   Corporate Account Representative	Wholesale and manufacturing sales representatives sell goods for wholesalers or manufacturers to businesses, government agencies, and other organizations. They contact customers, explain product features, answer any questions that their customers may have, and negotiate prices.	$12-25
   Sales Representative And Account Manager	A sales representative/account manager is responsible for supervising client portfolio accounts and maintaining long-lasting relationships with business partners. Sales representatives/account managers meet with existing and potential clients to discuss new services offered by the company, as well as addressing their requests for review... Show more	$19-50
   Sales Representative Internship	In a sales representative internship, an intern's duties depend on the directives of a supervising staff or manager. Typically, they are responsible for gaining industry insights while performing clerical tasks such as preparing and processing documents, greeting visitors, disseminating and organizing files, and running errands as needed... Show more	$12-20

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Corporate Actions
   • Customer Inquiries
   • Account Management
   • Customer Accounts
   • Sales Strategy
   • Customer Satisfaction
   • Sales Process
   • Trade Shows
   • Healthcare
   • Client Accounts
   • Business Development
   • Business Relationships
   • Outbound Calls

   Check all skills

   Responsibilities:

   • Maintain activity within a CRM system and manage accurate forecasting.
   • Create effective and creative PowerPoint presentations for external client meetings and seminars.
   • Maintain input/output of information essential to sales communication regarding commission, quotas, sales activity, compensation appeals and incentive payouts.
   • Create an official company page on Facebook to facilitate interaction with customers.

3. Make a budget

   Including a salary range in your corporate account representative job description is one of the best ways to attract top talent. A corporate account representative can vary based on:

   • Location. For example, corporate account representatives' average salary in oklahoma is 47% less than in alaska.
   • Seniority. Entry-level corporate account representatives 52% less than senior-level corporate account representatives.
   • Certifications. A corporate account representative with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a corporate account representative's salary.

   Average corporate account representative salary

   $38,011yearly

   $18.27 hourly rate

   ---

   Entry-level corporate account representative salary

   $26,000 yearly salary

   Updated December 21, 2025

4. Writing a corporate account representative job description

   A job description for a corporate account representative role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a corporate account representative job description:

   Corporate account representative job description example

   Starting salary\: $35,360 - $38,480; depending on knowledge and skills

   Hours\: 8\:00am - 4\:45pm; onsite training; hybrid post training

   Be ready to\:

   • apply payments to insurance policies and accounts
   • complete transactional requests from multiple billing departments
   • learn receivables processes for multiple billing applications
   • process and mail refunds
   • enter and verify bank account information
   • process returned payments
   • prepare journal entries and check requests
   • process lockbox payment exceptions and accompanying correspondence
   • deposit payments using remote deposit capture
   • research payments
   • answer phone calls
   • file documents
   • assist with other AR tasks as required
   • work overtime as needed

   Qualification:

   Be equipped with\:

   • an attitude for excellence in customer service
   • the ability to process work accurately and efficiently
   • the ability to analyze and solve problems
   • proficiency with Microsoft Excel, Work and Outlook
   • research skills
   • the ability to learn new tasks and new software quickly
   • the ability to work independently and as part of team
   • the ability to meet daily deadlines

   You've earned\:

   • high school diploma or GED
   • banking experience preferred
   • previous accounts receivable experience preferred

   Enhance your talents

   Providing outstanding service and developing strong relationships with our independent agents are hallmarks of our company. Whether you have experience from another carrier or you're new to the insurance industry, we promote a lifelong learning approach. Cincinnati provides you with the tools and training to be successful and to become a trusted, respected insurance professional - all while enjoying a meaningful career.

   Enjoy benefits and amenities

   Your commitment to providing strong service, sharing best practices and creating solutions that impact lives is appreciated. To increase the well-being and satisfaction of our associates, we offer a variety of benefits and amenities. Learn more about our benefits and amenities packages.

   Many departments at our Headquarters in Fairfield, Ohio, offer hybrid work options, empowering associates to work from home several days a week. Depending on your role and responsibilities, hybrid options may be available.

   Embrace a diverse team

   As a relationship-based organization, we welcome and value a diverse workforce. We provide equal employment opportunity to all qualified persons without regard to race; creed; color; sex, including sexual orientation, gender identity and transgender status; religion; national origin; age; disability; military service; veteran status; pregnancy; AIDS/HIV or genetic information; or any other basis prohibited by law. Learn More

   Copy this example

   

5. Post your job

   There are a few common ways to find corporate account representatives for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your corporate account representative job on Zippia to find and recruit corporate account representative candidates who meet your exact specifications.
   • Use field-specific websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit corporate account representatives, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new corporate account representative

   Once you've selected the best corporate account representative candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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